This presentation will become available September 17th at midnight!

Grab the PALS VIP PASS where you'll get 5 days of access to all of this Summit's presentations. So if you don't want to miss out on these valuable insights, this is your best option! Along with that, you'll get extra resources and exclusive VIP-only sessions built to help you grow your business, not just understand the problem.

Tara Faquir
Co-founder & COO, Trustate

"From Guesswork to Ground Truth: Modernizing Estate Asset Discovery & Administration"

Every estate professional wants to provide absolute clarity to grieving families, but relying on traditional mail and guesswork leaves you working with a dangerously incomplete financial picture. Data shows that an average estate has seven undocumented accounts missed by families, exposing your firm to professional liability and beneficiaries to real financial loss when hidden debts or lost assets go unnoticed. You shouldn't have to waste valuable staff hours making painstaking follow-up calls or tracking scattered paperwork in fragile spreadsheets. Watch this video to discover a modern, automated framework that standardizes asset discovery through direct institution verification and living balance sheets. By transitioning from a chaotic search process to a scalable, technological system, you will mitigate legal risks, protect your staff’s time, and deliver a calmer, faster path through a difficult process for every client you serve.

Speaker Q&A: September 18 @ 1pm PT/4pm ET

Website

The viewing period for this presentation has ended, but don't worry, you can still watch!

Grab the PALS VIP PASS where you'll get 5 days of access to all of this Summit's presentations. So if you don't want to miss out on these valuable insights, this is your best option! Along with that, you'll get extra resources and exclusive VIP-only sessions built to help you grow your business, not just understand the problem.